@SyrahResources worlds largest #graphite producer slows production by 70-80%. Represents 75% of China imports. This will trigger supply anxiety & maybe ++ve price response in short term @BatteryMinerals #lithium #cobalt #renewables #evs
China has acquired controlling interests in 4 undeveloped #graphite projects in #Mozambique over last year #Evs #lithium #anode
It will be interesting to watch US ev industry respond to pending strategic mineral shortages. #graphite
Another up coming Mozambique graphite producer has taken on Chinese SOE as major shareholder. #graphite this now makes 4 China deals in last 12 months. Japan, Korea, USA, EU investment very quiet.
'Australia & the US should form a #battery mineral alliance' - Interesting strategy from former $ORE Chairman & current ioneer CEO James Calaway on ways to challenge China's #lithium & #battery materials dominance https://t.co/TAU07Khvqj
Tesla Manager Sees Risk of Battery-Minerals Shortage in Future https://t.co/MPfvfTk0P5 As in the US, similar issues for Korea, Japan and Europe. @PilbaraMinerals ahead of the curve for investment and production in support of global supply.
This ANZAC Day let us also remember the women at home who helped keep the wheels of the nation turning. Lest we forget. https://t.co/IT15VC6SRu
Charged #EV Magazine: USD $300Bn in pending #EV investments by all the major car manufacturers. This is real #graphite #lithium @BatteryMinerals #NewEnergy #policy #jobs #china
Total flake #graphite imports into China for Jan and Feb are up a massive 860% YOY. 2018 was 3,640t & 2019 was 31,556t. Outlook is for continued growth. Essential for #lithium #batteries @BatteryMinerals #EV
Thanks @nige0311 cyclone has been devastating for many communities ~ 1000km from our site. Our project and people are all ok. So sad for the terrible loss of life and damage to people’s homes and communities. #mozambique